Compare · 2 funds side by side · dividends reinvested

FSGS and SCHD

FSGSFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

FSGS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

First Trust SMID Growth Strength ETFUS Stock Styles · Growth0.60%0.03%+5.9%+5.0%+11.2%+3.6%−11.3%15.2%$30M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FSGS 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

FSGS

First Trust SMID Growth Strength ETF · $30M$11,957

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCHDMeasureFSGS

+31.4%Year to dateJan 1 → Nov 6+5.9%

+37.0%1 yearTotal return+5.0%

+20.0%3 years · per year$10,000 became $17,266 · $13,737+11.2%

+10.2%5 years · per year$10,000 became $16,267 · $11,957+3.6%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

3.00%Trailing 12-mo yield$300 · $3 a year on $10k0.03%

−6.9%Worst dropSmaller is better−11.3%

11.7%VolatilityLower is calmer15.2%

SCHDFSGS Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs FSGS: Top 5 Holdings

Today

SCHD

21.4%in top 5

FSGS

in top 56.2%

SCHDStockFSGS

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5YOU1.3%

not top 5QNST1.2%

not top 5JLL1.2%

not top 5UPWK1.2%

not top 5QTWO1.2%

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs FSGS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

FSGSFirst Trust

+3.6%

5 years, per year

SCHDFSGSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs FSGS

YTD

SchwabSCHD

+31.4%

FSGSFirst Trust

+5.9%

+31.4%Year to date+5.9%

−6.9%Worst drop · 1Y−11.3%

11.7%Volatility · 1Y15.2%

3.0%Yield0.0%

$120BAssets$30.4M

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSGS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSGS0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSGS, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FSGS0.03%$3

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSGS, SCHD

Today

0.8%most shared, FSGS and SCHD

FSGSSCHD

FSGS—0.8%

SCHD0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSGSWorst drop−11.3%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSGS

+31.4%Year to date+5.9%

3.0%Yield0.0%

+37.0%Past year+5.0%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026